AWA
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Acumen Wealth Advisors’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History

Acumen Wealth Advisors’s Portfolio TLTW Stock Details TLTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-279
Closed -$6.31K – 517
2026
Q1 		$6.31K Sell
279
-116
-29% -$2.65K ﹤0.01% 371
2025
Q4 		$8.96K Buy
+395
New +$9.22K ﹤0.01% 315

Other funds holding TLTW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Acumen Wealth Advisors's TLTW Position: Q2 2026 in Review

Acumen Wealth Advisors sold out of iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) in Q2 2026, closing a stake of 279 shares — an estimated $6.31K sold.

Acumen Wealth Advisors first reported a position in TLTW in Q4 2025 and held it in 2 quarters. The position peaked at $8.96K in Q4 2025. 139 funds tracked by Wall St. Rank hold TLTW as of Q2 2026.

  • Acumen Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 279 iShares 20+ Year Treasury Bond BuyWrite Strategy ETF shares in Q2 2026, an estimated $6.31K.
  • Acumen Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Acumen Wealth Advisors's iShares 20+ Year Treasury Bond BuyWrite Strategy ETF position peaked at $8.96K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond BuyWrite Strategy ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.